Model ML
Your Finance Agent. Wherever you are.
Model ML is an AI assistant for financial services firms, designed to reduce manual work in producing client-ready materials, reviewing documents, and connecting internal and external data sources in real time. It operates within Excel, PowerPoint, Word, Outlook, the Model ML app, and a firm's own systems.
Its modules include Workflows, Grids, Document Review, Chat, Notetaker, and Sites. The Agent supports natural two-way conversation, can be taught about a firm's business and communication style, and can be reached by text, email, or triggers, with finished work delivered to the inbox. Excel and PowerPoint plug-ins allow refinement within files. Connectors cover email, cloud storage, and calendar providers, with SSO (SAML or OIDC), MFA, and API options for enterprise integration. Security features include siloed storage, end-to-end encryption, optional deployment to a firm's own infrastructure, and a policy against training models on customer data. ISO 27001, SOC 2 Type II, and GDPR compliance are cited.
It is built for investment banking, consulting, private equity and credit, and asset and wealth management. An Enterprise Plan with SSO identity provider support is referenced; other packaging details are not stated.
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